401k Rollovers

If you have employer-sponsored retirement plans from previous and/or current employers, you may have several choices as to what to do with your assets when you retire or change jobs. Generally, you might have one or more of the following options:

• Keep your assets in the employer's plan
  
• Rollover your assets into an IRA
  
• Rollover your assets to another employer-sponsored plan
  
• Take a distribution in cash from the plan.
  

You should carefully weigh the advantages and disadvantages of each option, including fees, taxes, and all other features of each option before making your decision. I am here to help you with assessing each of these options in relation to your overall retirement goals.